Archive | May 2018
Macro Trends & Investment Theses
I recently decided to create a “Fall of Society Fund”. The idea grew out of some observations I and others have made about the trajectory of society. The name is extreme, but the point is to make cultural observations, look for macro trends, and use these trends to develop investment theses. After all, if you’re so sure that X will cause a societal shift, why not put your money where your mouth is and profit?